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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-07-01 |
Branch Locations
65 S Washington St Unit 2A, Oxford, MI 48371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Leonard | MI | 09/2009 | Present |
| Jdr Wealth Managment, Llc | Leonard | MI | 02/2016 | Present |
1. 11/30/2018 - JDR Wealth Management, LLC - DBA: JDR WM - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/28/2018 - 150 Hours Per Month/6.5 Hours During Securities Trading. 2. 7/12/2021 - JDR Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/29/2016 - 300 Hours Per Month/2 Hours During Securities Trading. 3. 08/09/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 06/25/2021 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-06 |
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